Financial Services Case Studies and Success Stories with DemandFarm Org Chart

CASE STUDY Ocorian

DemandFarm helped Ocorian improve their Salesforce CRM. Ocorian needed better data for decisions and stronger account plans. They used DemandFarm to map entity relationships in parent accounts. The s...olution made it easier to see opportunity ratios. Ocorian gained a full view of opportunities to support growth strategies.

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Food & Beverages Case Studies and Success Stories with DemandFarm Org Chart

CASE STUDY Dairy MAX

DemandFarm's Opportunity Planner helped Dairy MAX solve three big problems. They could not track sales and marketing goals in real time. Their old tools did not work well with Salesforce. They needed... a long-term solution. With Opportunity Planner, Dairy MAX made large deal management easier. They used a systematic and team-based way to plan and close complex deals.

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Management Consulting Case Studies and Success Stories with DemandFarm Org Chart

CASE STUDY Slalom

DemandFarm Org Chart helped Slalom manage 50,000 key contacts in Salesforce. The sales team could see contacts instantly and work together better. Org Chart made it easy to include consultants and pa...rtners in relationship maps. Slalom reached 80% automation for org charts. The tool improved teamwork and helped win deals faster.

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Information Technology and Services Case Studies and Success Stories with DemandFarm Org Chart

CASE STUDY Fintech Company

Improved Sales Performance By 12% With Demandfarm'S Account Planner

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CASE STUDY A C

Account Planner Starter by DemandFarm helped A C fix problems in their sales process. The company had no visibility on account performance and no standard way to plan or hand over accounts. DemandFar...m's solution let them create and track account plans in Salesforce. The phased rollout made it easy for the team to learn. The result was a 50% reduction in time and effort for account handovers. The process became more efficient and data-driven.

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CASE STUDY A large-sized, leading Information Technology and Business Consulting firm

Org Chart by DemandFarm helped a large information technology and business consulting firm manage enterprise accounts. The firm struggled with tracking contacts, identifying key stakeholders, and vis...ualizing relationships. Org Chart let them manage contacts and opportunities in Salesforce from one page. Teams improved collaboration and communication. The firm retained 80% of its existing business. The tool made it easier to close deals and manage complex account structures.

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CASE STUDY Contentful

"Increased Collaboration And Efficiency In Strategic Account Planning, Leading To Improved Business Outcomes.";

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CASE STUDY TaskUs

Increased Key Account Planning Efficiency By 50%

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CASE STUDY TaskUs

Increased Key Account Planning Efficiency By 50%

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CASE STUDY TaskUs

Increased Key Account Planning Efficiency By 50%

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CASE STUDY Contentful

"Increased Collaboration And Efficiency In Strategic Account Planning, Leading To Improved Business Outcomes.";

Read more →

CASE STUDY TaskUs

Increased Key Account Planning Efficiency By 50%

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CASE STUDY Contentful

"Increased Collaboration And Efficiency In Strategic Account Planning, Leading To Improved Business Outcomes.";

Read more →

CASE STUDY Fintech Company

Improved Sales Performance By 12% With Demandfarm'S Account Planner

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CASE STUDY Fintech Company

Improved Sales Performance By 12% With Demandfarm'S Account Planner

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CASE STUDY Zebra Technologies

DemandFarm helped Zebra Technologies improve account planning and stakeholder engagement. Zebra used DemandFarm to simplify complex relationships and digitize their account planning process. This led... to a 12% increase in win rates. They also reduced manual task time by 60%. Zebra found 10% more opportunities within key accounts.

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CASE STUDY IT services company in the healthcare sector

DemandFarm’s Org Chart helped an IT services company in the healthcare sector. The company struggled to reach decision-makers and align their internal team. DemandFarm’s Org Chart gave them a clear v...iew of customer hierarchies and mapped influence. The company doubled the number of champions in accounts. Sales teams closed deals faster and targeted the right stakeholders.

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CASE STUDY Contentful

"Increased Collaboration And Efficiency In Strategic Account Planning, Leading To Improved Business Outcomes.";

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CASE STUDY TaskUs

Increased Key Account Planning Efficiency By 50%

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CASE STUDY Fintech Company

Improved Sales Performance By 12% With Demandfarm'S Account Planner

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CASE STUDY TaskUs

Increased Key Account Planning Efficiency By 50%

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CASE STUDY TaskUs

Increased Key Account Planning Efficiency By 50%

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CASE STUDY Contentful

DemandFarm's Account Planning Solution helped Contentful improve account planning. Contentful used a phased approach and integrated apps. They saw a 25% increase in revenue potential. Customer satisf...action improved. Pipeline value grew by 15%. They added $5M in new opportunities.

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CASE STUDY Fintech Company

Improved Sales Performance By 12% With Demandfarm'S Account Planner

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CASE STUDY An IT services company

DemandFarm’s Account Planner Starter helped a fintech company fix sales pipeline confusion and improve account knowledge in Salesforce. The solution set up an account heatmap and custom org charts, m...aking it easier to find growth opportunities. Account profiles were customized to reduce manual work. Tailored reports gave the sales team better insights. The company saw a 12% boost in sales performance after using DemandFarm.

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CASE STUDY Contentful

"Increased Collaboration And Efficiency In Strategic Account Planning, Leading To Improved Business Outcomes.";

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CASE STUDY TaskUs

Increased Key Account Planning Efficiency By 50%

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CASE STUDY Fintech Company

Improved Sales Performance By 12% With Demandfarm'S Account Planner

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CASE STUDY Contentful

DemandFarm's Account Planning Solution helped Contentful improve sales and customer success collaboration. The solution integrated with Salesforce and connected apps for better data and insights. Con...tentful reduced detractors and improved client satisfaction. They uncovered $5 million in whitespace opportunities in one year. Standardized methodologies led to a 15% increase in pipeline value.

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CASE STUDY Fintech Company

Improved Sales Performance By 12% With Demandfarm'S Account Planner

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CASE STUDY Contentful

"Increased Collaboration And Efficiency In Strategic Account Planning, Leading To Improved Business Outcomes.";

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CASE STUDY TaskUs

Increased Key Account Planning Efficiency By 50%

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CASE STUDY A large-sized, leading IT and Business Consulting firm

DemandFarm Org Chart helped a large IT and business consulting firm manage enterprise accounts. The firm struggled to track key contacts and identify stakeholders. They had no visibility into account... connections. Using Org Chart improved their account management. The firm achieved 80% business retention with this solution.

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CASE STUDY Contentful

"Increased Collaboration And Efficiency In Strategic Account Planning, Leading To Improved Business Outcomes.";

Read more →

CASE STUDY TaskUs

Increased Key Account Planning Efficiency By 50%

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CASE STUDY Contentful

"Increased Collaboration And Efficiency In Strategic Account Planning, Leading To Improved Business Outcomes.";

Read more →

CASE STUDY Fintech Company

Improved Sales Performance By 12% With Demandfarm'S Account Planner

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CASE STUDY Contentful

"Increased Collaboration And Efficiency In Strategic Account Planning, Leading To Improved Business Outcomes.";

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CASE STUDY A company in the Healthcare sector within the IT services industry

DemandFarm’s Org Chart helped a healthcare IT services company improve customer relationships. The company struggled to connect with key contacts and influencers in their accounts. This caused lower ...sales and weaker business results. Using Org Chart, they doubled their customer relationships. This led to better sales efficiency.

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CASE STUDY Contentful

"Increased Collaboration And Efficiency In Strategic Account Planning, Leading To Improved Business Outcomes.";

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CASE STUDY Fintech Company

Improved Sales Performance By 12% With Demandfarm'S Account Planner

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CASE STUDY Ed-Tech company

DemandFarm’s Account Planner helped an Ed-Tech company fix problems in their sales process. The company had trouble seeing account performance and did not have a standard way to plan accounts. With D...emandFarm, they cut the time and effort for account handovers by 50%. The solution made their sales process more efficient and data-driven.

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CASE STUDY Fintech Company

Improved Sales Performance By 12% With Demandfarm'S Account Planner

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CASE STUDY TaskUs

Increased Key Account Planning Efficiency By 50%

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CASE STUDY TaskUs

DemandFarm helped TaskUs grow upsell revenue by 30% and cross-sell revenue by 20%. TaskUs used DemandFarm’s digital key account management software to solve challenges in key account planning. The so...ftware made it easier for TaskUs to manage and plan for key accounts. This led to better sales results and more revenue from existing customers. TaskUs streamlined their account management process with DemandFarm.

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CASE STUDY Fintech Company

Improved Sales Performance By 12% With Demandfarm'S Account Planner

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CASE STUDY Fintech Company

Improved Sales Performance By 12% With Demandfarm'S Account Planner

Read more →

CASE STUDY Contentful

"Increased Collaboration And Efficiency In Strategic Account Planning, Leading To Improved Business Outcomes.";

Read more →

CASE STUDY TaskUs

Increased Key Account Planning Efficiency By 50%

Read more →

CASE STUDY Contentful

"Increased Collaboration And Efficiency In Strategic Account Planning, Leading To Improved Business Outcomes.";

Read more →

CASE STUDY A fintech company

DemandFarm’s Account Planner helped a fintech company in the information technology and services industry. The company struggled with unclear sales pipeline and limited account knowledge from Salesfo...rce. Using Account Planner, they improved sales performance by 12%. The tool gave them better insights beyond their CRM. This made their sales operations more successful.

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Other Industry Case Studies and Success Stories with DemandFarm Org Chart

CASE STUDY Ocorian

DemandFarm helped Ocorian improve their Salesforce CRM. Ocorian needed better ways to see account relationships and track opportunities. DemandFarm built custom tools like Account Summary and Forecas...t Graph. They also used Org Charts and Heatmaps to show opportunity distribution and manage relationships. Ocorian created 109 structured account plans and used OrgCharts for 71 key accounts. They found over 340 hidden opportunities, with 154 actively tracked, boosting their sales pipeline.

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Case Study TaskUs

Increased Key Account Planning Efficiency By 50%

TaskUs

TaskUs

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Case Study TaskUs

Increased Key Account Planning Efficiency By 50%

TaskUs

TaskUs

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Case Study TaskUs

Increased Key Account Planning Efficiency By 50%

TaskUs

TaskUs

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Case Study TaskUs

Increased Key Account Planning Efficiency By 50%

TaskUs

TaskUs

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Case Study TaskUs

Increased Key Account Planning Efficiency By 50%

TaskUs

TaskUs

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Case Study TaskUs

Increased Key Account Planning Efficiency By 50%

TaskUs

TaskUs

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Case Study TaskUs

Increased Key Account Planning Efficiency By 50%

TaskUs

TaskUs

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